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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,056 | $150,412+74.2% | $120,574+117.3% | $145,884+79.6% |
| Participation rate | 56.5% | 78.8%-22.3pp | 71.9%-15.4pp | 80.3%-23.8pp |
| Annual return | 14.25% | 154.50%-140.2pp | 107.42%-93.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,424 | $4,355-67.3% | $3,471-59.0% | $4,662-69.4% |
| Participant deferral / active EE | $5,377 | $6,175-12.9% | $4,996+7.6% | $6,690-19.6% |
| Admin fee / account holder | $11,746 | $12,224-3.9% | $9,445+24.4% | $13,392-12.3% |